RDW vs TDG vs GD Stock Comparison

Redwire, TransDigm and General Dynamics Prices as of Oct 27, 2026 Peers: Industry group
RDW Redwire Corp
$8.90 -23.3% 1M +8.0% 1Y
Market cap
$2.22B
P/E
–
Revenue (TTM)
$426.27M
Div. yield
–
Space Industrials
2 wins
TDG TransDigm Group INC
$1,130.73 +1.3% 1M -16.5% 1Y
Market cap
$62.50B
P/E
34.0x
Revenue (TTM)
$10.01B
Div. yield
–
Commercial Aerospace Industrials
3 wins
GD General Dynamics Corp
$354.89 +5.4% 1M +0.3% 1Y
Market cap
$96.02B
P/E
21.4x
Revenue (TTM)
$54.86B
Div. yield
1.77%
Defense Industrials
6 wins

Head to Head

11 decided of 12

General Dynamics leads on 6 of the 12 questions below (General Dynamics 6, TransDigm 3, Redwire 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionRDWTDGGDLeader
Larger companyMarket capitalisation $2.22B $62.50B $96.02B GD
Cheaper on earningsLower P/E, profitable companies only -7.6x 34.0x 21.4x GD
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 25.7x 20.2x GD
Faster revenue growthRevenue growth, trailing twelve months +63.1% +16.6% +9.1% RDW
More profitableNet margin, trailing twelve months -60.7% 19.1% 8.2% TDG
Better return on capitalReturn on invested capital -15.1% 15.5% 13.6% TDG
Less leveragedLower net debt / EBITDA 3.1x 6.1x 0.5x GD
Higher dividend yieldTrailing dividend yield — 0.00% 1.77% –
Better 1-year returnPrice return, last 12 months +8.0% -16.5% +0.3% RDW
Better 5-year returnAnnualised price return, 5 years -6.5%/yr +12.5%/yr +11.9%/yr TDG
Less volatileAnnualised volatility, 1 year 112.2% 27.2% 22.2% GD
Higher overall scoreMean of the five percentile scores vs peers 39/100 66/100 71/100 GD

Percentile Scorecard

RDWTDGGD

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisRDWTDGGD
Valuation 33 #67 of 100 53 #48 of 100 87 #14 of 100
Growth 42 #57 of 97 68 #32 of 97 43 #56 of 97
Profitability 25 #72 of 96 96 #5 of 96 79 #21 of 96
Financial Health 83 #19 of 105 17 #87 of 105 63 #40 of 105
Shareholder Returns 13 #57 of 65 95 #4 of 65 86 #10 of 65
Overall 39 66 71
  • RDW ranked among 107 companies in Aerospace and Defense
  • TDG ranked among 107 companies in Aerospace and Defense
  • GD ranked among 107 companies in Aerospace and Defense

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodRDWTDGGDSPY
1 month -23.3%+1.3%+5.4% -0.2%
3 months +4.0%-13.5%-9.8% +3.9%
6 months -1.5%-2.0%+13.1% +8.2%
Year to date +17.1%-15.0%+5.4% +12.9%
1 year +8.0%-16.5%+0.3% +12.3%
3 years +239.7%+38.1%+49.0% +87.4%
3 years, per year +50.4%+11.4%+14.2% +23.3%
5 years -28.5%+79.9%+75.2% +67.9%
5 years, per year -6.5%+12.5%+11.9% +10.9%
10 years —+319.4%+136.4% +261.1%
10 years, per year —+15.4%+9.0% +13.7%

Risk

MeasureRDWTDGGDSPY
Volatility, 1Y 112.2%27.2%22.2% 12.7%
Downside volatility, 1Y 102.3%29.0%20.9% 12.7%
Beta vs S&P 500, 1Y 4.050.750.33 1.00
Return / volatility, 1Y 0.07-0.610.01 0.97
Max drawdown, 5Y -87.1%-33.6%-23.0% -25.4%
From 52-week high -65.6%-22.0%-10.4% -1.2%
52-week high $25.90$1,450.00$395.97 $779.14
52-week low $5.06$1,076.01$312.53 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleRDWTDGGD
P/E now vs peer median -7.6xmedian 26.5x 34.0xmedian 26.5x 21.4xmedian 26.5x
P/S now vs peer median 5.2xmedian 3.0x 6.2xmedian 3.0x 1.8xmedian 3.0x
EV/EBITDA now vs peer median -10.3xmedian 14.6x 18.4xmedian 14.6x 15.1xmedian 14.6x
P/FCF now vs peer median -22.6xmedian 26.4x 32.4xmedian 26.4x 14.9xmedian 26.4x
P/B now vs peer median 1.4xmedian 2.5x -6.4xmedian 2.5x 3.6xmedian 2.5x
PEG now vs peer median 0.95median 0.90 1.61median 0.90 2.09median 0.90

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsRDWTDGGD
Revenue $426.27M $10.01B $54.86B
Gross profit $85.66M $5.96B $8.44B
Operating income -$215.26M $4.61B $5.66B
Net income -$244.10M $2.13B $4.49B
Free cash flow -$98.20M $1.93B $6.45B
R&D $42.36M – –
EPS (diluted) $-1.17 $33.29 $16.40
Cash & equivalents $557.72M $2.77B $4.33B
Total debt $48.06M $33.49B $7.52B
Shares (diluted) 220.47M 57.40M 273.52M
Enterprise value $1.37B $50.59B $83.13B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricRDWTDGGD
P/E -7.6x 34.0x 21.4x
P/FCF -22.6x 32.4x 14.9x
P/Operating cash flow -29.1x 28.4x 12.5x
P/S 5.2x 6.2x 1.8x
P/B 1.4x -6.4x 3.6x
P/Tangible book 1.7x -4.3x 3.8x
EV/EBITDA -10.3x 18.4x 15.1x
EV/EBIT -7.9x 20.2x 17.5x
EV/Revenue 4.0x 9.3x 1.8x
EV/FCF -17.4x 48.4x 15.4x
EV/Operating cash flow -22.4x 42.4x 12.9x
PEG (3Y EPS CAGR) 0.95 1.61 2.09

Growth

14 metrics
MetricRDWTDGGD
Revenue growth (1Y) 63.1% 16.6% 9.1%
Revenue CAGR (3Y) 26.9% 17.0% 10.3%
Gross profit growth (1Y) 1,193% 16.9% 8.9%
Gross profit CAGR (3Y) 22.4% 17.9% 8.6%
Operating income growth (1Y) -56.3% 16.7% 9.4%
Operating income CAGR (3Y) -72.2% 19.4% 10.3%
Net income growth (1Y) -29.8% 10.2% 9.8%
Net income CAGR (3Y) -70.8% 22.8% 10.0%
EPS growth (1Y) 57.9% 10.5% 8.8%
EPS CAGR (3Y) -8.0% 21.1% 10.2%
Operating cash flow growth (1Y) 46.9% 4.5% –
Operating cash flow CAGR (3Y) -40.8% 22.8% 23.0%
Free cash flow growth (1Y) 35.4% 1.1% –
Free cash flow CAGR (3Y) -46.5% 22.4% 28.7%

Profitability

14 metrics
MetricRDWTDGGD
Gross margin 20.1% 59.6% 15.4%
EBITDA margin -38.9% 50.7% 12.0%
Operating margin -50.5% 46.0% 10.3%
Pretax margin -54.9% 27.4% 9.9%
Net margin -60.7% 19.1% 8.2%
FCF margin -23.0% 19.3% 11.8%
Operating cash flow margin -17.9% 22.0% 14.0%
Return on equity -18.0% – 17.0%
Return on assets -14.1% 8.2% 7.5%
Return on invested capital -15.1% 15.5% 13.6%
Return on capital employed -14.0% 19.6% 13.9%
Asset turnover 0.2x 0.4x 0.9x
Cash conversion (OCF / net income) 0.3x 1.0x 1.7x
Stock comp / revenue 17.4% 1.5% 0.4%

Financial Health

11 metrics
MetricRDWTDGGD
Debt / assets 2.5% 125.2% 12.5%
Debt / equity 0.0x -3.4x 0.3x
Net debt / EBITDA 3.1x 6.1x 0.5x
Debt / FCF -0.5x 17.4x 1.2x
Liabilities / assets 16.1% 136.7% 55.4%
Equity / assets 83.9% -36.7% 44.6%
Interest coverage – 2.5x –
Current ratio 3.9x 3.0x 1.4x
Quick ratio 3.4x 1.9x 2.8x
Cash ratio 2.9x 1.1x 0.2x
Altman Z-score 3.92 1.72 4.17

Shareholder Returns

7 metrics
MetricRDWTDGGD
Dividend yield – – 1.8%
Net buyback yield -34.2% 2.7% 0.4%
Shareholder yield -34.2% 2.7% 2.1%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusRDWTDGGD
Forward P/E – 25.7xFY2026 20.2xFY2026
EPS, next fiscal year $-0.77FY2026 $44.01FY2026 $17.56FY2026
EPS growth, next FY – +17.9%FY2026 +13.7%FY2026
EPS growth, the year after – +7.9% +8.9%
Revenue, next fiscal year $463.08MFY2026 $10.01BFY2026 $53.43BFY2026
Revenue growth, next FY +38.1%FY2026 +13.4%FY2026 +1.7%FY2026
Revenue growth, the year after +25.7% +24.4% +12.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersRDWTDGGD
Held by institutions 64.7% 93.2% 86.5%
Institutions holding 324 1,140 2,218
Change in shares held, QoQ +15.8% +1.2% +0.1%
Institutions buying 253 584 1,018
Institutions selling 57 367 832
Buyers to sellers 4.44 1.59 1.22

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

RDWTDGGD
RDW 1.00 0.07 0.23
TDG 0.07 1.00 0.26
GD 0.23 0.26 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, RDW, TDG and GD?

General Dynamics (GD) is the largest by market capitalisation: Redwire (RDW) $2.22B, TransDigm (TDG) $62.50B, General Dynamics (GD) $96.02B.

Which stock is cheaper, RDW, TDG and GD?

General Dynamics (GD) trades on the lowest price-to-earnings ratio (Redwire (RDW) -7.6x, TransDigm (TDG) 34.0x, General Dynamics (GD) 21.4x). On next year's consensus earnings, General Dynamics (GD) is cheapest (TransDigm (TDG) 25.7x, General Dynamics (GD) 20.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Redwire (RDW) grew revenue fastest over the trailing twelve months: Redwire (RDW) +63.1%, TransDigm (TDG) +16.6%, General Dynamics (GD) +9.1%.

Which company is more profitable?

TransDigm (TDG) has the highest net margin (Redwire (RDW) -60.7%, TransDigm (TDG) 19.1%, General Dynamics (GD) 8.2%). On return on invested capital, TransDigm (TDG) leads (Redwire (RDW) -15.1%, TransDigm (TDG) 15.5%, General Dynamics (GD) 13.6%).

Which stock has performed better?

Over the past year Redwire (RDW) returned the most: Redwire (RDW) +8.0%, TransDigm (TDG) -16.5%, General Dynamics (GD) +0.3%. Over five years, TransDigm (TDG) compounded fastest (Redwire (RDW) -6.5%/yr, TransDigm (TDG) +12.5%/yr, General Dynamics (GD) +11.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: TransDigm (TDG) 0.00%, General Dynamics (GD) 1.77%. Redwire (RDW) and TransDigm (TDG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, General Dynamics (GD) has been the steadiest (Redwire (RDW) 112.2%, TransDigm (TDG) 27.2%, General Dynamics (GD) 22.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, RDW, TDG and GD?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, General Dynamics (GD) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.